You are here: Home / 2016 / Archives for May 2016

Archives for May 2016

Flow Report – Peruvian Pension Funds Investments in Cross-Border Funds and ETFs – December 2015

May 23, 2016 by

Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of December 31, 2015.

Companies mentioned in this report: Aberdeen; Allianz; Axa; BNP Paribas; BNY Mellon AM; Deutsche; Dimensional; Fidelity; Franklin Templeton; GBM; Henderson; Invesco; Investec; iShares; Janus; JP Morgan; Julius Baer; Matthews; MFS; Morgan Stanley; Muzinich; NN IP; Pictet; Pioneer; PowerShares; Robeco; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wisdomtree.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , ,

Peru – AFP Report Statistics – December 2015

May 23, 2016 by

Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of December 31, 2015.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – December 2015

May 23, 2016 by

Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of December 31, 2015.

Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.

This content is reserved for our licensees.

Log In Register

Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , , , ,

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – April 2016

May 20, 2016 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of April 30, 2016.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors;

This content is reserved for our licensees.

Log In Register

Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

AFPs may gain authorization to invest directly in infrastructure projects

May 18, 2016 by

The proposal would authorize direct investment by AFPs and insurers in infrastructure projects, and no longer require the managers to allocate to local closed-end investment funds.

This content is reserved for our licensees.

Log In Register

Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , ,

VanEck, Ned Davis team up to offer tactical asset allocation solutions

May 18, 2016 by

“The VanEck NDR Managed Allocation Fund will be just the first offering in what we expect will be a series of VanEck tactical fund solutions," said VanEck’s president and CEO Jan van Eck.

This content is reserved for our licensees.

Log In Register

Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , ,

Fidelity: Investors bailing out of choppy markets may miss out on opportunities

May 18, 2016 by

“There is no question that the market had a volatile start to 2016, so it’s no surprise that volatility was a top concern for advisors in the first quarter,” said Scott E. Couto, president, Fidelity Institutional Asset Management.

This content is reserved for our licensees.

Log In Register

Filed Under: News and Trends, Private, Region Tagged With: , , , , , , ,

BlackRock’s iShares unit to unveil new line of multi-factor sector ETFs

May 18, 2016 by

BlackRock’s Factor-Based Strategies Group, led by Andrew Ang, oversees the broadest suite of factor-based products and capabilities, with more than USD 142 billion in assets under management.

This content is reserved for our licensees.

Log In Register

Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , ,

Deutsche hires Patrick Campion as head of Americas wealth management

May 18, 2016 by

Campion, a managing director, will report to Fabrizio Campelli, global head of Deutsche Bank Wealth Management and will become a member of the Wealth Management Executive Committee.

This content is reserved for our licensees.

Log In Register

Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , ,

UBS names celebrated Citigroup vet as Americas vice chairman

May 18, 2016 by

Ed Montero had spent more than 50 years at Citigroup, most recently holding the position of vice chairman of Citi Private Bank and Wealth Management Latin America.

This content is reserved for our licensees.

Log In Register

Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,
« Previous Page
Next Page »